How to Display Dynamic Report Page with “Pick” Button Without Storing Data in a Custom DocType?

You can make a query report or script report for your needs. Definitely don’t need to store data in DB and no need for a custom page. Refer these links

All you need is an sql query with a union all and select from both doctype tables

Query report

  • easy/instant can be done without custom app, directly in UI (stored in DB)
  • complex js may be harder, button in row may be more complicated.. refer above links
  • just go to your-site/app/report and “Add Report”

Script report

  • total control, can do more stuff, esp getting data in py controller
  • need custom app, and the baggage that comes with that